Company profile
StockOpter company profile
StockOpter.com provides tools for financial advisors to analyze, track, and model strategies for client equity award holdings, such as employee stock options. The platform includes features for understanding and illustrating the financial impact of these awards, including estimated gains or losses. StockOpter.com also offers educational resources through StockOpter University to help advisors make informed decisions about equity compensation. The application supports risk analysis and diversification criteria monitoring, enabling advisors to attract high-net-worth clients and manage assets under management (AUM) and planning fees effectively.
Business identity
- Website
- https://www.stockopter.com
- Contact email
- [email protected]
- Phone number
- 1 541 383 3899
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 11-50 employees
- Revenue range
- $0-$1M
- Founded
- 1999-01-01, Year
Headquarters
- Headquarters
- Cochiti, New Mexico, United States
- Country code
- US
- Continent
- North America